BMC

Bear Mountain Capital Portfolio holdings

AUM $299M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$324K
3
+$268K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$178K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$157K

Top Sells

1
+$883K
2
+$313K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$92.7K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$87.9K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.95%
3 Consumer Staples 0.21%
4 Financials 0.17%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$96K 0.04%
3,098
-352
52
$87.2K 0.03%
744
53
$83.5K 0.03%
380
54
$82.5K 0.03%
369
55
$76.2K 0.03%
1,240
56
$66.2K 0.03%
230
-18
57
$65.8K 0.03%
890
58
$64.7K 0.03%
221
59
$64.2K 0.03%
383
-2
60
$54.8K 0.02%
538
61
$50.7K 0.02%
100
62
$50.6K 0.02%
103
63
$48K 0.02%
315
64
$44.9K 0.02%
202
-100
65
$43.7K 0.02%
460
+1
66
$41.2K 0.02%
508
67
$36.9K 0.01%
295
68
$36.6K 0.01%
122
-203
69
$34.3K 0.01%
523
-50
70
$28.6K 0.01%
6,960
71
$28.4K 0.01%
867
72
$27.8K 0.01%
188
73
$26.1K 0.01%
948
-28
74
$23.8K 0.01%
809
75
$22.7K 0.01%
315
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3
4 5